In this article, we will discuss the 10 Top Stock Picks of 10 Famous Billionaire Investors.

Smart money is back in the spotlight as hedge funds attract strong inflows and post solid returns. Hedge funds received $45 billion in net inflows during the first quarter, the strongest start to a year since 2007, Bloomberg reported, citing Hedge Fund Research. Investor confidence has improved as top-performing funds continue to deliver gains. An HFR benchmark showed the broader hedge fund industry returned 12.5% in 2025, its best performance in 16 years. Most of the new money went to the industry’s biggest players. Of the $45 billion in inflows, $39 billion went to firms managing more than $5 billion in assets. Some investors are also shifting money out of private credit, where concerns have emerged about valuations and access to withdrawals.

It’s almost always a good idea to watch what elite money managers and billionaire investors are doing. They have access to vast resources, research teams and capital that most investors can only dream of. The strong performance of many well-known hedge fund managers in 2025 is a good example.

Billionaire investor Michael Platt’s BlueCrest Capital returned 73% last year. Billionaire Louis Bacon’s Moore Capital gained 23% in 2025, according to a Bloomberg report. Billionaire Chris Rokos’ hedge fund and billionaire Rob Citrone’s Discovery Capital also posted double-digit gains during the year. Some of the industry’s largest firms delivered strong results as well. Funds managed by Citadel, Millennium Management, Point72 Asset Management and D.E. Shaw all generated double-digit returns in 2025, Bloomberg said.

Billionaire Ray Dalio’s Bridgewater Associates posted a 34% gain in its flagship Pure Alpha II fund.

For this article, we analyzed Insider Monkey’s proprietary database of stock holdings of smart money investors and billionaires and selected the top stock picks from 10 prominent billionaires. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).

10. Green Brick Partners (NYSE:GRBK)

Number of Hedge Funds: 18

Top Pick Of: David Einhorn — Greenlight Capital

Green Brick Partners (NYSE:GRBK) is the biggest holding of billionaire David Einhorn. For investors looking for exposure outside of AI, it is worth a look. The company builds and sells single-family homes across the U.S.

The stock is up about 15% so far this year. It got a further lift recently after U.S. lawmakers advanced a revised housing bill that restricts institutional investors from buying single-family homes. That is seen as a positive for traditional homebuilders because it reduces competition for available inventory and keeps more homes accessible to individual buyers, the core customer base for companies like Green Brick.

What sets the company apart is its vertically integrated model. Most homebuilders rely on outside suppliers and third-party developers. Green Brick handles the entire process in-house, from land acquisition through construction to final sale. That gives it more control over costs and margins at every stage.

The numbers reflect it. On a trailing twelve-month basis, gross margin stands at 31.84%. Revenue has more than doubled over the past five years.

Secular trends are also in its favor. The U.S. faces an estimated housing shortage of around 4 million homes. Entry-level demand remains structurally strong, driven by affordability constraints and long-term demographic needs.

9. Brookfield (NYSE:BN)

Number of Hedge Funds: 47

Top Pick Of: Bill Ackman — Pershing Square Capital

Brookfield (NYSE:BN) has quietly become an indirect play on the AI infrastructure buildout, thanks to its exposure to power. AI data centers consume enormous amounts of electricity, and Brookfield is positioned to supply it. It has a framework agreement to provide 10.5 gigawatts of power to Microsoft. It also has a separate deal to supply 3,000 megawatts to Alphabet, with that Google contract valued at roughly $3 billion over its lifetime.

Digital infrastructure is another piece. Through its infrastructure portfolio, Brookfield operates around 150 data centers, 308,000 telecom sites, and 77,000 kilometers of fiber optic networks. These assets are increasingly tied to AI growth and hyperscaler expansion.

The asset management business adds a layer of stability. Brookfield Asset Management oversees roughly $1.2 trillion in assets under management, with about $603 billion in fee-bearing capital. Around 87% of that capital is long-term or perpetual, supporting steady and recurring fee income.

Brookfield is also moving into AI infrastructure financing. It is involved in large-scale capital deployment alongside major technology players including Nvidia, with reported plans around a $100 billion AI infrastructure partnership framework.

Third Avenue Real Estate Value Fund stated the following regarding Brookfield Corporation (NYSE:BN) in its fourth quarter 2025 investor letter:

“Coincidentally, the recent quarter was one of the most active periods of resource conversion for the Real Estate Value Fund holdings in many years. As a matter of fact, more than one-third of the underlying portfolio engaged in (or announced) such initiatives during the period, with some of the most notable including: Brookfield Corporation (NYSE:BN), a leading investor and manager of real assets globally announcing the acquisition of the remaining 26% of Oaktree Capital in conjunction with an affiliate (Brookfield Asset Management). In addition, the company (i) announced that certain subsidiaries entered an $80 billion strategic partnership with the U.S. government to build a new fleet of nuclear factories and (ii) indicated that it intends to recapitalize its Center Parcs hospitality platform for nearly $6 billion, surfacing value on both fronts.”

8. Synnex (NYSE:SNX)

Number of Hedge Funds: 50

Top Pick Of: Glenn Greenberg — Chieftain Capital

Synnex (NYSE:SNX) is a top stock pick of billionaire Glenn Greenberg’s Brave Warrior Advisors. Greenberg is famously known for Chieftain Capital.

TD SYNNEX is a global IT distribution company that sits between major technology manufacturers and thousands of resellers, system integrators, and enterprise customers, buying hardware and software in bulk and redistributing it across the IT ecosystem.

Synnex (NYSE:SNX) is up about 70% so far this year, but analysts still see room for upside as its core business benefits from steady enterprise IT spending. Its main distribution segment is seeing strong demand across infrastructure, security, networking, software, and PCs. A shortage in memory components like DRAM and NAND has pushed prices higher, lifting average selling prices and supporting margins.

In Q1, revenue rose 18% year over year while non-GAAP EPS jumped 69% to $4.73, reflecting both stronger volumes and better pricing.

A key long-term growth driver is its Hyve segment, which focuses on hyperscale AI infrastructure. Hyve builds and delivers large-scale, rack-level and system-level data center solutions for hyperscale cloud customers, essentially supporting the physical infrastructure behind AI compute expansion. This segment is growing rapidly, with gross billings up 95% year over year and operating income up 66%, driven by strong demand from AI-focused cloud providers.

FPA Queens Road Small Cap Value Fund stated the following regarding TD SYNNEX Corporation (NYSE:SNX) in its Q1 2026 investor letter:

“TD SYNNEX Corporation (NYSE:SNX) is the largest IT distributor globally. The company has done a good job diversifying away from its historical position in hardware (PCs, peripherals, servers, networking equipment, etc.) and into software, security and services. TD Synnex is modestly levered and uses its cash flow to repurchase shares and pay dividends. The company reported blow-out earnings on Mar 31, which caused the stock price to jump.10 We think that TD Synnex is exceptionally well run, has scale and scope advantages against smaller competitors and that profits will continue to grow with IT spending at a GDP+ rate. SNX trades at roughly 11x forward earnings and continues to be a top 5 holding for the Fund.”

7. Natera (NASDAQ:NTRA)

Number of Hedge Funds: 68

Top Pick Of: Stanley Druckenmiller — Duquesne Family Office

Natera (NASDAQ:NTRA) is the largest holding of billionaire investor Stanley Druckenmiller. The company develops genetic and molecular diagnostic tests used in oncology, women’s health, and organ health.

Its biggest growth driver is Signatera, a personalized blood test that detects traces of cancer DNA after treatment. The test helps determine whether cancer has returned and is used for recurrence monitoring and treatment decisions. Roughly 50% of U.S. oncologists are already ordering Signatera. Other oncology products include Altera, Latitude, and Empower.

Many bulls believe Signatera could eventually become a standard tool for monitoring cancer patients, creating a large recurring revenue opportunity. Natera’s (NASDAQ:NTRA) momentum has remained strong, with first-quarter revenue rising 38% year over year while test volumes increased 18.5%.

In May, the FDA approved Signatera for use in patients with muscle-invasive bladder cancer, expanding the test’s potential market. Natera (NASDAQ:NTRA) is also pursuing an ambitious expansion plan in Austin, where it is building what management says could become the world’s largest DNA sequencing facility.

While Natera (NASDAQ:NTRA) remains unprofitable and has reported a profit in only one of the past ten quarters, analysts expect Natera to become profitable around 2028. Bulls believe long-term growth will be driven by rising Signatera volumes, broader insurance coverage across more cancer types, and expansion into international markets such as Japan.

Baron Health Care Fund stated the following regarding Natera, Inc. (NASDAQ:NTRA) in its Q1 2026 investor letter:

“We reacquired shares of Natera, Inc. (NASDAQ:NTRA), a diagnostics company that provides testing services in the oncology, prenatal, and organ transplant settings. We are particularly excited about the promise of Natera’s Signatera minimal residual disease (MRD) tests, which account for half of the company’s revenues today and are the company’s key growth driver. Signatera tests for any evidence of cancer cell DNA in a patient’s blood and can be used to: 1) stratify patients and guide therapy decisions after surgical tumor removal; 2) monitor how patients respond to treatment; and 3) detect early cancer recurrence. Signatera is the leading test in the MRD category and has been proven to meaningfully affect patient outcomes in colorectal cancer, breast cancer, bladder cancer, and to monitor immunotherapy response. Natera continues to invest in clinical studies to prove Signatera’s clinical value in additional treatment settings. In particular, we expect Signatera growth to benefit from recently published/presented data in muscle-invasive bladder cancer and head and neck squamous cell carcinoma. We also anticipate Signatera to launch in Japan following reimbursement for colorectal cancer testing, which could drive significant growth in 2027 and beyond given the large patient population. Further, Natera continues to defend its leadership position by expanding its MRD test offerings, including launching their whole genome sequencing-based test and the tumor-naïve Latitude test. Overall, we think MRD testing can be a $20 billion market as oncologists continue to adopt these tests and as its clinical utility is proven in more settings, and we are bullish that Natera will continue to hold its leadership position.”

6. Vertiv (NYSE:VRT)

Number of Hedge Funds: 96

Top Pick Of: Leon Cooperman — Omega Advisors

Vertiv makes the power and cooling systems that keep data centers running. As AI workloads grow, demand for electricity and thermal management is rising fast. Vertiv sits at the center of that demand.

The numbers back it up. In Q1, revenue rose 30% year over year. The Americas led the way, with sales up 50%. Growth is also coming with better margins. Adjusted operating margin rose 430 basis points year over year to 21% in Q1. For the full year, Vertiv expects organic growth of around 30%. Longer term, it targets 20% to 22% revenue CAGR through 2030.

The one knock is valuation. The stock trades at around 48x forward earnings. Bulls argue that 30% revenue growth and expanding margins justify the premium.

Fidelity Growth Strategies Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q1 2026 investor letter:

“Conversely, an underweight in Vertiv Holdings Co (NYSE:VRT) (+55%), which provides power management and cooling solutions to data centers and other high performance facilities, was the biggest detractor from relative performance in Q1. The stock jumped in early February in anticipation of, and then following, the firm’s quarterly financial update. Revenue and operating margin both meaningfully expanded, and organic orders surged roughly 250%. While Vertiv closed the quarter as a top-10 holding, we modestly reduced the stake, and it was the portfolio’s largest underweight at quarter end.”

Click to continue reading and see the Top 5 Stock Picks of 5 Famous Billionaires.

Disclosure: None. Follow Insider Monkey on Google News.